Mergers and Acquisitions

362 topics in this forum

1. Merging a MEP into a Single ER Plan

   By Crocker, March 14
   • 3 replies
   • 202 views
   • 
   • justanotheradmin
   • March 15

2. Investment options after transfer

   By Scuba 401, March 5
   • 2 replies
   • 90 views
   • 
   • Bob the Swimmer
   • March 6

3. HCE after merger

   By Nancy D, December 17, 2018
   • 4 replies
   • 330 views
   • 
   • Below Ground
   • February 28

4. Asset acquisition where employees leased for a short period

   By R. Butler, November 28, 2018
   • 6 replies
   • 294 views
   • 
   • EBECatty
   • February 20

5. merger of SH plan after the 3% is removed?

   By WCC, January 8
   • 2 replies
   • 293 views
   • 
   • WCC
   • January 14

6. 410(b)(6) Transition Rule question

   By RatherBeGolfing, December 28, 2018
   • 2 replies
   • 157 views
   • 
   • RatherBeGolfing
   • December 28, 2018

7. Tx bonus paid by Seller in carve-out

   By cbassociate2017, December 6, 2018   

   • payroll
   • bonus
   • (and 3 more)

     Tagged with:

     • payroll
     • bonus
     • retention
     • transaction bonus
     • withholding
   • 3 replies
   • 87 views
   • 
   • jpod
   • December 6, 2018

8. B/R/F issue?

   By RatherBeGolfing, November 26, 2018
   • 2 replies
   • 202 views
   • 
   • RatherBeGolfing
   • November 27, 2018

9. Seller Side Due Diligence (Fiduciary Concerns)

   By Rafael, November 21, 2018
   • 0 replies
   • 120 views
   • 
   • Rafael
   • November 21, 2018

10. Protection of optional forms of benefits; rights and features

    By Mel_1999, October 3, 2018
    • 2 replies
    • 392 views
    • 
    • Luke Bailey
    • October 4, 2018

11. Merger- Approval Request for Change in Funding Method

    By mefrancis1729, October 3, 2018   

    • merger
    • funding method
    • 0 replies
    • 165 views
    • 
    • mefrancis1729
    • October 3, 2018

12. Employer Contribution after Merger

    By Rai401k, September 28, 2018
    • 0 replies
    • 146 views
    • 
    • Rai401k
    • September 28, 2018

13. Merging VS Plan into a MEP mid-year

    By jgoodwin, August 13, 2018   

    • merge
    • mep
    • (and 1 more)

      Tagged with:

      • merge
      • mep
      • single plan sponsor
    • 6 replies
    • 408 views
    • 
    • Mike Preston
    • August 14, 2018

14. Effect of Plan Merger on Beneficiary Designations

    By Tot, August 8, 2018
    • 4 replies
    • 379 views
    • 
    • Luke Bailey
    • August 9, 2018

15. Merging 401k plans with no acquisition or sale

    By jkharvey, July 24, 2018
    • 2 replies
    • 416 views
    • 
    • Luke Bailey
    • July 24, 2018

16. Merger and Top Heavy

    By roundlou, May 2, 2018
    • 3 replies
    • 335 views
    • 
    • Luke Bailey
    • May 23, 2018

17. Merging SH Plan with Non SH Plan

    By TPA Bob, February 20, 2018   

    • merger
    • safe harbor plan
    • 4 replies
    • 548 views
    • 
    • TPA Bob
    • February 23, 2018

18. Asset Purchase vs. practice sale

    By mjf06241972, February 18, 2018   

    • asset purchase practice sale
    • 1 reply
    • 334 views
    • 
    • EBECatty
    • February 18, 2018

19. Pre-acquisition Service

    By BTG, January 10, 2018
    • 2 replies
    • 495 views
    • 
    • Eric Taylor
    • February 12, 2018

20. M&A Stock Transaction - Termination of Target Plan

    By ErisaGooroo, January 19, 2018
    • 3 replies
    • 1,339 views
    • 
    • Luke Bailey
    • January 22, 2018

21. Merger of top-heavy and non top-heavy plan

    By John Feldt ERPA CPC QPA, December 13, 2017   

    • 1.416-1 q&a t-32
    • 2 replies
    • 390 views
    • 
    • Luke Bailey
    • December 14, 2017

22. Vesting Schedules for Merged Plans

    By leesuh12, November 20, 2017
    • 4 replies
    • 820 views
    • 
    • Luke Bailey
    • November 22, 2017

23. Stock transaction (sale?)

    By Scuba 401, November 14, 2017
    • 14 replies
    • 694 views
    • 
    • Mike Preston
    • November 16, 2017

24. Physician Splits into Two Groups, 401(k) Plan

    By TPA Bob, November 1, 2017   

    • spin off
    • 5 replies
    • 430 views
    • 
    • TPA Bob
    • November 3, 2017

25. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 1 reply
    • 723 views
    • 
    • david rigby
    • July 17, 2017